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Category Archives: Financial Tips

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Nov82016

Pretax, Roth or After-Tax Contributions: Which Should You Choose?

Blog, Financial Tips, Tax TipsBy Henssler FinancialNovember 8, 2016

Saving for retirement is key, but should you save pretax or after-tax dollars? We explain in this week’s Financial Tip.

Nov72016

Case Study: Investing With a Fixed-Income Focus

Case Study, Financial Tips, RadioBy Henssler FinancialNovember 7, 2016

In this week’s case study, Managing Associate D.J. Barker, CWS®,leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements.

Nov42016

Tax Loss Harvesting: More than Just Selling the Losers

Blog, Financial Tips, In The News, Tax TipsBy Henssler FinancialNovember 4, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP® explains the risks to tax loss harvesting and why you need an expert’s help. Read the Article

Nov12016

Are You Ending 2016 Healthy, Wealthy and Wise?

Blog, Financial TipsBy Henssler FinancialNovember 1, 2016

Just as you see your doctor yearly, think of a year-end review as an annual physical for your money. We explain in this week’s Financial Tip.

Oct312016

Case Study: Strategies in Tax Loss Harvesting

Case Study, Financial Tips, RadioBy Henssler FinancialOctober 31, 2016

Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.

Oct252016

Will vs. Trust: Is One Better than the Other?

Blog, Financial TipsBy Henssler FinancialOctober 25, 2016

Wills and trusts allow you to distribute your assets at death, but there are differences between these documents. We explain in this week’s Financial Tip.

Oct242016

Case Study: A Primer on Medicare and Open Enrollment

Case Study, Financial Tips, Insurance, RadioBy Henssler FinancialOctober 24, 2016

Managing Associate K.C. Smith, CFP&reg, and Bil Lako, CFP&reg, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.

Oct182016

Earnings Call: A Closer Look at Financial Reports

Blog, Financial TipsBy Henssler FinancialOctober 18, 2016

Earnings are just one factor to consider when evaluating a company’s outlook. Learn more about financial reports. Learn more in this week’s Financial Tip.

Oct172016

Case Study: Life Insurance: Filling an Economic Need

Case Study, Financial Tips, Insurance, RadioBy Henssler FinancialOctober 17, 2016

Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.

Oct142016

Fully Understanding Your Required Minimum Distribution

Blog, Financial Tips, In The NewsBy Henssler FinancialOctober 14, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article

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